Weekly spending recap
One Sunday text: what you spent, where it went, and what looks off.
Connect your accounts once and every Sunday pally sends the week in money: totals by category, what jumped, and anything that looks off, like the same charge landing twice.
iMessage
PallyThe routine
How it works
Ask pally to turn on a weekly spending recap and choose when it should arrive in iMessage. The routine uses the accounts you have securely linked for money questions, while keeping the delivery simple: one scheduled text instead of another finance screen to remember to check.
Each recap gathers the week's activity into a total and useful categories, then compares where spending moved. It also calls attention to something unusual, such as a repeated charge, so the message gives you both the shape of the week and the item most worth a closer look.
The recap is a starting point, not a verdict. Reply to ask what made a category rise, inspect the transactions behind an odd pattern, or say that a flagged charge is expected. Pally can answer from the connected spending information without requiring you to restate which week you mean.
Turn observations into a small next step in the same thread. Set a reminder to investigate a duplicate, move the weekly delivery time, or ask to keep personal and business activity separate. You can change or stop the routine whenever the recap no longer fits how you review your week.
A useful fit
Good for
- Seeing a week's spending in one Sunday message
- Understanding which categories moved most
- Spotting a charge that appears twice
- Keeping personal and business activity distinct
- Creating a reminder from something that needs attention
Text it naturally
Things to try
Before you start
Common questions
What does the weekly recap include?+
It can summarize the week's total, leading categories, meaningful changes, and activity that looks unusual. The result arrives in iMessage and stays short enough to scan, with more detail available when you reply.
Can personal and business spending stay separate?+
Yes. Linked accounts can be identified as personal or business, and you can ask pally to keep those views distinct. Say which side you want when a follow-up question should cover only one part of your spending.
What should I do if something looks wrong?+
Ask pally to show the activity behind the flagged pattern and decide whether it is expected. You can also set an iMessage reminder for your next step; the recap itself does not claim to resolve or dispute the charge for you.
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